Credential Securities’s Autodesk ADSK Stock Holding History

Credential Securities’s Portfolio ADSK Stock Details ADSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,664	Closed	-$101K	–	225
2015 Q4	$101K	Sell	1,664 -776	-32%	-$45.1K	0.07%	169
2015 Q3	$108K	Buy	+2,440	New	+$122K	0.07%	158

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Credential Securities's ADSK Position: Q1 2016 in Review

Credential Securities sold out of Autodesk (ADSK) in Q1 2016, closing a stake of 1,664 shares — an estimated $101K sold.

Credential Securities first reported a position in ADSK in Q3 2015 and held it in 2 quarters. The position peaked at $108K in Q3 2015. 450 funds tracked by Wall St. Rank hold ADSK as of Q1 2016.

Credential Securities reported no remaining Autodesk position as of Q1 2016 after selling out during the quarter.
Credential Securities sold 1,664 Autodesk shares in Q1 2016, an estimated $101K.
Credential Securities first reported a position in Autodesk in Q3 2015 and held it in 2 quarters.
Credential Securities's Autodesk position peaked at $108K in Q3 2015.
450 funds tracked by Wall St. Rank held Autodesk as of Q1 2016.

Based on Credential Securities's 13F filing for Q1 2016, filed 21 Jul 2025.